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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,968 | $29,716+411.4% | $56,077+171.0% | $80,925+87.8% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 14.94% | 35.30%-20.4pp | 1709.28%-1694.3pp | 35.65%-20.7pp |
| Employer contribution / active EE | $868 | $671+29.4% | $1,040-16.5% | $2,756-68.5% |
| Participant deferral / active EE | $5,169 | $1,228+320.8% | $1,954+164.5% | $4,299+20.3% |
| Admin fee / account holder | $3,882 | $2,432+59.6% | $2,825+37.4% | $6,940-44.1% |